Amanda Loiodice
Amanda Loiodice is a registered investment advisor at Charles Schwab & CO., INC., based in Dewitt, NY, with 7 years of industry experience. Amanda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
5788 Widewaters Parkway, Dewitt, NY, 13214
Get directionsHistory
Regulatory History (1)
Financial
January 2017Other Business Activities
Amanda is a member and board member of Baltimore Woods Nature Center, a non-profit organization focused on environmental education and recreation. She dedicates minimal time to this activity.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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